-76.5%
DOCU vs RCAT
+183.7%
-260.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.0% | +5.7% | +3.8% |
| 7D | +6.9% | -1.4% | +8.3% | +7.0% |
| 30D | +19.0% | -3.3% | +22.3% | +19.1% |
| 3M | +34.3% | -43.2% | +77.5% | +38.3% |
| 6M | +48.0% | -43.2% | +91.2% | +50.8% |
| YTD | 0.0% | +5.5% | -5.5% | -3.2% |
| 1Y | -10.3% | -1.6% | -8.6% | -13.8% |
| 3Y | +32.4% | +773.7% | -741.3% | +0.3% |
| All | -76.5% | +183.7% | -260.3% | -82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RCAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling